What Planning Should I Do in My 50s?
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
January 21, 2022
Should I Use a Corporate Trustee?
Revocable Living Trusts have become a widely used estate planning document, providing a path to managing assets, avoiding probate and gaining privacy at the settlement of an estate.
January 20, 2022
IRS Disregards Trust Scheme when Intent Says Otherwise
This case should be required reading for any person who has an interest in an entity or a trust.
January 19, 2022
What’s Wrong with the VA Benefits System?
Former Veterans Affairs Secretary Robert Wilkie on Tuesday criticized the current veterans benefits system in America as being too focused on providing financial rewards to ailing individuals, instead of helping them move past those challenges to post-military success.
January 18, 2022
Does Isolation Impact Senior Well-Being?
For seniors, maintaining social connections and staying in touch with loved ones not only improves quality of life, it improves health.
January 14, 2022
What are the Home Caregiving Options?
Family caregivers cannot do all things all the time. Recognizing when you need outside help is good for you, and also for your loved one.
January 13, 2022
How to Avoid a Family Fight over the Business
In coming years, millions of Baby Boomers — those born between 1946 and 1964 — are expected to retire in the U.S. In fact, by some estimates nearly a quarter of this country’s population will be aged 65-or-older within a few decades.
January 12, 2022
What are Trends in Senior Health Care?
The pandemic was a catalyst for digital health adoption, including in the senior care space. Older adults used video calls to connect with families during lockdowns, and telehealth allowed seniors to meet with their doctors from home. Today’s seniors are more tech savvy than in the past, and this is likely to impact the way they interact with healthcare going forward.
January 11, 2022
Why Did ‘The Boss’ Cash In On His Music Catalog Now?
Last week, Bruce Springsteen made headlines for selling his entire music catalog to Sony Music Entertainment in a reportedly $500+ million deal. A number of fans are now asking, “Why did Bruce Springsteen sell his music rights?
January 10, 2022
Can Tax Planning Help Me Keep what I Inherit?
Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying federal estate taxes on an inheritance. In 2021, the federal estate tax doesn’t kick in, unless an estate exceeds $11.7 million. The Biden administration has proposed lowering the exemption, but even that proposal wouldn’t affect estates valued at less than about $6 million.
January 7, 2022